We hate to be the bearer of bad news, but the cost of passing down a portfolio to your heirs can be expensive. You’ve spent your entire life working hard to build your estate. You should be able to do what you want with what you’ve created, right? Sadly, this is not the case.
Read More

There are probably a myriad of reasons why you initially chose real estate investing as your primary vehicle for generating long-term wealth. Most investors in DFW are pretty familiar with the laundry list of positive incentives to get started in real estate investing. However, what the so-called “real estate gurus” out there don’t tell you is that investing alone is a full-time job.
Read More

The taxes on the sale of your assets can be enough to make an investor second guess making the sale altogether—even if you need to liquidate to pursue other investments or escape from under the weight of an overwhelming portfolio. Thankfully, the U.S. government and the IRS understand this and have thrown investors a bone. President Eisenhower first introduced the concept of a Real Estate Investment Trust or “REIT” as an alternative to traditional mutual funds. From there, the Umbrella Partnership Real Estate Investment Trust or “UPREIT” was born.
Read More

If you’re an investor who’s done any research into an “UPREIT,” on the surface, it may seem like a cumbersome idea. The reality is that this real estate investment tool could be essential to the future viability of your assets! If you’ve even started toying with the idea of investing through an UPREIT structure, then you probably have some very real pain points that have been leeching your resolve when it comes to your real estate portfolio. For each investor, the day-to-day struggles of self-management can be different—however, at The Peak Group, we consider them problems worth solving.
Read More